Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-04-01
  • CA RA
    APPROVED
    Since 2021-04-01

Branch Locations

Oceanside, CA • United States

485 E 17Th Street Suite 300, Costa Mesa, CA 92627 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc Newport Beach CA 12/2014 04/2021
Raymond James Financial Services, Inc Costa Mesa CA 04/2021 Present
Raymond James Financial Services Advisors, Inc. Costa Mesa CA 04/2021 Present
Previous Registrations
Other Businesses

(1)Name of Business: Abuelita Attic Address: 6 PONY CT, RMV, CA, 92694-1649, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/17/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: maintain the online store and process sells. (2)Name of Business: Empowerment Wealth Management Address: 6 Pony Court, Rancho Mission Viejo, CA, 92694, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/30/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Using for tax purpose (3)Name of Business: The Norton Group Address: 485 E 17th St Ste 300, Costa Mesa, CA, 92627-4719, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/01/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Follow RJFS compliance and procedures as an independent financial advisor.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-24
S63 Uniform Securities Agent State Law Examination 2006-05-02
  • S66 Uniform Combined State Law Examination
    2011-10-24
  • S63 Uniform Securities Agent State Law Examination
    2006-05-02
Other Names
  • Lilia Rebecca Trevizo

View on SEC IAPD

More in Oceanside, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor